BETA

MATER DEI MONARCH FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MATER DEI MONARCH FOUNDATION (EIN 83-3325871)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-15
IRS object ID
202432899349302338
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-15T15:26:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN833325871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MATER DEI MONARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMATEBusinessNameControlTxt
Phone7148509503PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 W EDINGER AVENUEAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK T SURYAN JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7148509503PhoneNum
Signature2024-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone5624351191PhoneNum
Preparation2024-10-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRANK T SURYAN JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 W EDINGER AVENUEAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92707ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$859,801GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MDMONARCHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE SUPPORT TO MATER DEI HIGH SCHOOL AND ITS STUDENTS FOR EDUCATIONAL AND RELIGIOUS PROGRAMS, WHICH INCLUDES STUDENT SUPPORT SERVICES, ATHLETICS, PERFORMING ARTS, FACILITIES INFRASTRUCTURE, AND FINANCIAL AID. THE MISSION OF THE MONARCH FOUNDATION IS WELL ALIGNED WITH MATER DEI HIGH SCHOOL TO CONTINUE THE GROWTH AND DEVELOPMENT OF THE MATER DEI COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$192,654PYContributionsGrantsAmt
CY Contributions Grants$650,981CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$131,654PYInvestmentIncomeAmt
CY Investment Income$208,820CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$324,308PYTotalRevenueAmt
CY Total Revenue$859,801CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,797CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$53,235PYOtherExpensesAmt
CY Other Expenses$167,109CYOtherExpensesAmt
PY Total Expenses$53,235PYTotalExpensesAmt
CY Total Expenses$189,906CYTotalExpensesAmt
PY Revenues Less Expenses$271,073PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$669,895CYRevenuesLessExpensesAmt
Total Assets BOY$7,109,517TotalAssetsBOYAmt
Total Assets EOY$8,532,404TotalAssetsEOYAmt
Total Liabilities BOY$60,051TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,602TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,049,466NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,388,802NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE SUPPORT TO MATER DEI HIGH SCHOOL AND ITS STUDENTS FOR EDUCATIONAL AND RELIGIOUS PROGRAMS, WHICH INCLUDES STUDENT SUPPORT SERVICES, ATHLETICS, PERFORMING ARTS, FACILITIES INFRASTRUCTURE, AND FINANCIAL AID. THE MISSION OF THE MONARCH FOUNDATION IS WELL ALIGNED WITH MATER DEI HIGH SCHOOL TO CONTINUE THE GROWTH AND DEVELOPMENT OF THE MATER DEI COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$100,256ExpenseAmt
DescSTUDENT SUPPORT SERVICES: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO PROVIDE STUDENT SUPPORT SERVICES FOR THE 2,130 STUDENTS THAT ATTEND MATER DEI HIGH SCHOOL. WE SUPPORTED PROGRAMS THAT ADDRESSED ALL EDUCATIONAL NEEDS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescFACILITIES INFRASTRUCTURE: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO IMPROVE OUR FACILITIES INFRASTRUCTURE THROUGH PHYSICAL PLANT IMPROVEMENTS AS WELL AS TECHNOLOGICAL IMPROVEMENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPERFORMING ARTS CAPITAL CAMPAIGN: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO CONTINUE THE PROMOTION OF OUR PERFORMING ARTS CAPITAL CAMPAIGN AND SECURE FINANCIAL SUPPORT FROM DONORS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$100,256TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNN NGUYENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7148509505PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 W EDINGER AVENUEAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92707ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
FRANK SURYAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CATHY WARD
TREASURER1.00Yes (X)Yes (X)$0$0$0
LINDSAY LAWRENCE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
CARLOS PRIETTO
DIRECTOR1.00Yes (X)$0$0$0
STEVE PELLEGRINI
DIRECTOR1.00Yes (X)$0$0$0
NEIL LEVECKE
DIRECTOR1.00Yes (X)$0$0$0
FR STEVE SALLOT
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$650,981AllOtherContributionsAmt
Total Contributions$650,981TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$208,820TotalRevenueColumnAmt
Exclusion$208,820ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$859,801TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$208,820ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$22,797TotalAmt
Management And General$22,797ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Program Services$100,000ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$388TotalAmt
Management And General$388ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
SUBSCRIPTIONS$16,415$16,415
MISCELLANEOUS$256$256
BANK CHARGES$50$50

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$189,906TotalAmt
Program Services$100,256ProgramServicesAmt
Management And General$89,650ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$350,661BOYAmt
EOY$596,417EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$61,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$8,075EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,980LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,980LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$388BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,758,468BOYAmt
EOY$7,866,912EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,109,517BOYAmt
EOY$8,532,404EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$60,051BOYAmt
EOY$127,334EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$16,268EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,051BOYAmt
EOY$143,602EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,562,308BOYAmt
EOY$7,069,158EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$487,158BOYAmt
EOY$1,319,644EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,049,466BOYAmt
EOY$8,388,802EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,109,517BOYAmt
EOY$8,532,404EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$669,895ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$669,441NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,141,329CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,727,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$192,654CurrentTaxYearMinus1YearAmt
Current Tax Year$650,981CurrentTaxYearAmt
Total$13,840,153TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,141,329CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,727,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$192,654CurrentTaxYearMinus1YearAmt
Current Tax Year$650,981CurrentTaxYearAmt
Total$13,840,153TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$13,840,153PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$17,396CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,883CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,654CurrentTaxYearMinus1YearAmt
Current Tax Year$208,820CurrentTaxYearAmt
Total$438,753TotalAmt
FieldValueIRS element (for citing)
Total Support$14,278,906TotalSupportAmt
Public Support CY1700.96930PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,672BeginningYearBalanceAmt
Contributions$166,373ContributionsAmt
Investment Earnings Or Losses$4,877InvestmentEarningsOrLossesAmt
End Year Balance$232,922EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,797BeginningYearBalanceAmt
Contributions$51,336ContributionsAmt
Investment Earnings Or Losses-$461InvestmentEarningsOrLossesAmt
End Year Balance$61,672EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$222BeginningYearBalanceAmt
Contributions$100,000ContributionsAmt
Investment Earnings Or Losses$40InvestmentEarningsOrLossesAmt
End Year Balance$100,262EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$200BeginningYearBalanceAmt
Investment Earnings Or Losses$22InvestmentEarningsOrLossesAmt
End Year Balance$222EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$200ContributionsAmt
End Year Balance$200EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97910BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02090PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,980OtherCostOrOtherBasisAmt
Depreciation$13,980DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,499,242TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$669,441NetUnrealizedGainsInvstAmt
Revenue Not Reported$669,441RevenueNotReportedAmt
Revenue Subtotal$829,801RevenueSubtotalAmt
Investment Expenses Not Incld$30,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$859,801TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$159,906TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$159,906ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$189,906TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:DESCRIPTION OF INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: TO SUPPORT THE SCHOOL'S NEED-BASED FINANCIAL AID PROGRAMS.
PART X, LINE 2:FIN 48: THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6DID THE ORGANIZATION HAVE MEMBERS OR STOCKHOLDERS: THE ORGANIZATION HAS MEMBERS THAT HAVE THE POWERS TO ELECT (BY MAJORITY VOTE OR CONSENSUS) MORE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7ADID THE ORGANIZATION HAVE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY: THE ORGANIZATION HAS MEMBERS THAT HAVE THE POWER TO ELECT (BY MAJORITY VOTE OR CONSENSUS) MORE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BDESCRIBE THE PROCESS USED BY THE ORGANIZATION TO REVIEW THIS FORM 990: FORM 990 WILL BE PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CDID THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITOR THE CONFLICT OF INTEREST POLICY: EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CHARITY IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE CHARITY OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE CHARITY'S DIRECTORS AND MEMBERS OF ITS COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
FORM 990, PART VI, SECTION C, LINE 19DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC: DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PLEASE CONTACT THE SECRETARY OF THE FOUNDATION.
FORM 990, PART IX, LINE 11GPROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000.

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